MidWestOne Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.29M | Sell |
5,969
-48
| -0.8% | -$10.4K | 0.17% | 130 |
|
2025
Q1 | $1.2M | Sell |
6,017
-181
| -3% | -$36.1K | 0.17% | 130 |
|
2024
Q4 | $1.37M | Sell |
6,198
-69
| -1% | -$15.2K | 0.19% | 111 |
|
2024
Q3 | $1.38M | Buy |
6,267
+118
| +2% | +$26.1K | 0.19% | 117 |
|
2024
Q2 | $1.25M | Sell |
6,149
-150
| -2% | -$30.4K | 0.23% | 116 |
|
2024
Q1 | $1.32M | Sell |
6,299
-1
| -0% | -$210 | 0.24% | 113 |
|
2023
Q4 | $1.26M | Buy |
6,300
+795
| +14% | +$160K | 0.24% | 102 |
|
2023
Q3 | $973K | Sell |
5,505
-2,521
| -31% | -$446K | 0.22% | 120 |
|
2023
Q2 | $1.5M | Buy |
8,026
+503
| +7% | +$94.2K | 0.33% | 78 |
|
2023
Q1 | $1.34M | Buy |
7,523
+305
| +4% | +$54.4K | 0.3% | 81 |
|
2022
Q4 | $1.26M | Buy |
7,218
+547
| +8% | +$95.4K | 0.28% | 79 |
|
2022
Q3 | $1.1M | Buy |
6,671
+112
| +2% | +$18.5K | 0.28% | 81 |
|
2022
Q2 | $1.11M | Sell |
6,559
-3,538
| -35% | -$599K | 0.27% | 89 |
|
2022
Q1 | $2.07M | Sell |
10,097
-124
| -1% | -$25.4K | 0.45% | 50 |
|
2021
Q4 | $2.27M | Hold |
10,221
| – | – | 0.48% | 41 |
|
2021
Q3 | $2.24M | Sell |
10,221
-70
| -0.7% | -$15.3K | 0.52% | 36 |
|
2021
Q2 | $2.36M | Sell |
10,291
-268
| -3% | -$61.5K | 0.56% | 36 |
|
2021
Q1 | $2.33M | Hold |
10,559
| – | – | 0.56% | 32 |
|
2020
Q4 | $2.07M | Hold |
10,559
| – | – | 0.57% | 34 |
|
2020
Q3 | $1.58M | Sell |
10,559
-553
| -5% | -$82.9K | 0.52% | 41 |
|
2020
Q2 | $1.59M | Sell |
11,112
-886
| -7% | -$127K | 0.66% | 19 |
|
2020
Q1 | $1.37M | Sell |
11,998
-310
| -3% | -$35.5K | 0.5% | 40 |
|
2019
Q4 | $2.04M | Buy |
12,308
+5,595
| +83% | +$926K | 0.42% | 26 |
|
2019
Q3 | $1.02M | Sell |
6,713
-2,458
| -27% | -$372K | 0.31% | 75 |
|
2019
Q2 | $1.43M | Buy |
+9,171
| New | +$1.43M | 0.39% | 56 |
|